Overview: We strongly believe that cloud computing has and will continue to have more impact than any other IT trend.  Conversely, we think there’s a tremendous gap between the hype surrounding many new technologies/movements and their profit making potential.  The hyped technologies include, but are not limited to “5G”, Internet of Things (IoT), Open Networking/SDN/SD-WAN/NFV,… Read more →

Cincinnati Bell’s bold three-year plan to expand its fiber networks will open the door for more opportunities to explore virtual network infrastructure, said Leigh Fox, COO of Cincinnati Bell, on December 6th during the UBS 44th Annual Global Media and Communications Conference. “This project we just kicked off to look at this will be a… Read more →

by Reinhardt Krause, Investor’s Business Daily  (IBD) Note: The content manager and moderator of this website strongly disagrees with the theme of this article. We don’t think IoT is a valid use case for 5G because most IoT devices are low bandwidth and low duty cycle.  Also, the 5G standards won’t be finalized till late 2020… Read more →

By Stéphane Téral, senior research director, mobile infrastructure and carrier economics, IHS Markit, and Richard Webb, research director, mobile backhaul and small cells, IHS Markit IHS Markit’s LTE-U Market Development Report analyzes the market opportunity for LTE-U, including license assisted access (LAA), LTE-WLAN aggregation (LWA), LTE WLAN integration with IPSec tunnel (LWIP) and MulteFire. Covered… Read more →

by David Dixon & Mike He of FBR &Co. Introduction: The surprise Republican election victory and Congressional control of both Houses have significant policy implications for the telecom services sector. We provide our initial thoughts below. For the last two terms, the Obama presidency and the FCC, currently led by Chairman Tom Wheeler, have been in… Read more →

Editor’s Note: We remain SD-WAN skeptics due to no standards and hence no vendor or carrier interoperability. The three primary drivers fo the ONUG Fall 2016 conference:  Silo organization structure has run its course.  It’s in our best interest to create a market for next generation analytics.  Cloudification of technology is the tool to allow… Read more →

Introduction: As noted in an earlier blog post, the 9th annual Telecom Council Carrier Connections (TC3) Summit was held Sept 29th and 30th, 2016 in Mt View, CA.  A second TC3 article on 5G regulation is here. In his opening remarks, Telecom Council Chairman Derek Kerton stated that telcos have turned to start ups for innovation, rather… Read more →

By Cliff Grossner, Ph.D., senior research director, data center, cloud and SDN, IHS Markit Bottom Line Data center network equipment global revenue—including data center Ethernet switches, application delivery controllers (ADCs), software-defined enterprise wide area network (SD-WAN) and WAN optimization appliances (WOAs)—totaled $3.1 billion in the second quarter of 2016 (Q2 2016), growing 11 percent from… Read more →

Customer transitions to software-defined wide-area network technology are taking longer than expected, according to CenturyLink, as networks are being upgraded on a piecemeal basis, not all at once.  This is no surprise to this author, who has pounded the table that SD-WANs would be deployed very slowly because existing networking infrastructure could not easily be… Read more →

This is a question the Telecom Council of Silicon Valley asks of global carriers every September – and they answer at the TC3 Summit. The Council is a bridge between entrepreneurs and telecom giants.  It strives to understand the specific technology gaps of the network operators, so they can be clearly communicated to both start-ups and… Read more →